Document Automation

Data Management

Payments

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In the Spotlight

The Company:

Andreyev Lawyers

The Challenge:

Expand Estate Administration Business

The Solution:

ZumeForms smart form builder and document platform

The Benefits:

Significant time savings after preparing an online questionnaire that creates tailored quotes within seconds

THE STORY

Using ZumeForms, Andrew prepared a simple app which asked several questions to qualify his visitors: where the visitor is based, whether the deceased had a Will, etc. Based on answers to these questions a tailored assessment and quote is automatically prepared and sent to the prospect within seconds of them submitting their details.

By moving onto ZumeForms, the number of quotes provided has increased significantly, the number of converted jobs has also increased because the prospect doesn’t have to wait days for the assessment and quote.

Other enhancements include automatically adding the prospect to an email campaign auto response that sends follow-up emails and other helpful hints until the prospect is converted or unsubscribes.